Tata Business Cycle Fund
Direct · Growth ₹18.57
30 Oct 2026
NAV
20.1%
3Y CAGR
14.1%
5Y CAGR
16.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.93
Sharpe
-20.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.59%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 18.3% | -23.6% | 63.6% |
| 3 Years | ₹36.00 L | ₹45.18 L | 17.2% | -3.4% | 38.9% |
| 5 Years | ₹60.00 L | ₹83.61 L | 12.6% | 7.7% | 14.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.3% | 14.3% | 10.6% | +4.1% |
| 3 Years | 17.2% | 11.0% | 16.2% | +6.2% |
| 5 Years | 12.6% | 10.4% | 17.4% | +2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.0% | 10.7% | -10.3% | 58.5% | 0.61 | 2.72 | 87% | — | — |
| 3 Years | 20.1% | 19.7% | 8.5% | 28.2% | 3.04 | — | 100% | — | — |
| 5 Years | 14.1% | 14.7% | 11.1% | 16.1% | 4.93 | — | 100% | — | — |
-20.0%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.90
1Y
1.00
3Y
0.70
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.98 | 1.00 | 99.9% | 95.4% | -9.1% | -12.0% |
| 3 Years | +3.35 | 1.00 | 99.5% | 95.0% | 9.6% | 6.2% |
| 5 Years | +6.81 | 0.98 | 100.7% | 92.3% | 12.2% | 5.3% |
| 7 Years | +4.44 | 0.97 | 99.4% | 91.8% | 9.4% | 4.9% |
| 10 Years | +3.00 | 0.97 | 99.4% | 91.8% | 6.5% | 3.4% |
| 12 Years | +2.44 | 0.97 | 99.4% | 91.8% | 5.4% | 2.9% |
| 15 Years | +1.89 | 0.97 | 99.4% | 91.8% | 4.3% | 2.3% |